How do I navigate to Hierarchy Reporting?
Hierarchy Reporting is reflected in reporting filters on the pages Reports > Courses/Learning plans/Events. Here, you must navigate to Filter > Hierarchies Filter.
Applying the Hierarchy filters on the all Courses/Learning plans/Events page will reflect the view throughout the page. If you click to access a specific Course/Learning plan/Event, you must reapply the filters.
Note: the Hierarchy reporting filters will NOT affect the downloadable Excel report in the reporting pages.
Hierarchy-view for Managers
Hierarchy-groups follows the same logic as regular Groups, meaning they can have Hierarchy-managers assigned just like a regular Group-manager is assigned to a regular Group.
As a Hierarchy-manager, when you are assigned to a Hierarchy-group, you will have visibility of all Sub-groups including all the people in the Sub-groups.
Note: Hierarchy-managers will NOT receive notifications regarding the people in the Sub-groups they have visibility of.
A Hierarchy-manager will equally have access to Teams & People. Here, the view in the left sidebar will illustrate all the Groups you are the Manager of.
By clicking View All, a pop-up will show you a complete list of regular Groups as well as Hierarchy-groups and/or Sub-groups you are managing.
From here, you can open the Hierarchy available to you, allowing you to identify the Group you wish to open. Once you click to view a Group, regular or Hierarchy, a regular Group page opens.
Note: A Hierarchy-manager will NOT be able to see an aggregated view of ALL the people across the different Groups available to them.
From the selected Group page, regular or Hierarchy, the Hierarchy-manager can assign Learning as well as follow progress for the chosen Group.
By clicking Assign learning, the Hierarchy-manager is able to assign available Courses and Events to the Hierarchy-groups. Here, they get the option of applying the content assignment to a Hierarchy-group or to the respective Sub-groups.
In case of any questions or concerns, please feel free to reach out to the eloomi Support Team via the eloomi Support Hub